by Amanda Spence | Mar 11, 2023 | Elder Law, Elder Law Resources, Wills and Estates
When you open an Estate or set up certain kinds of trusts, you’ll need to obtain a Tax Identification Number (also called an Employer Identification Number or EIN) from the IRS. Just like your Social Security number is linked to your bank accounts and investments so...
by Amanda Spence | Mar 6, 2023 | Elder Law, Elder Law Resources
What if your Medicaid application is denied? We’ve been helping clients apply for Medicaid in Wake County and other counties throughout North Carolina for over twenty-five years. During that time, we’ve sometimes encountered caseworkers who unfortunately don’t know or...
by Amanda Spence | Mar 4, 2023 | Elder Law, Elder Law Resources
How to Close an Estate or Guardianship: Tips on Preparing the Final Account Opening an estate is fairly easy – you show up at the courthouse with the death certificate and a Will and the Clerk’s office will give you the necessary paperwork to qualify as the Executor...
by Amanda Spence | Feb 28, 2023 | Elder Law, Elder Law Resources
Do you really need a Revocable Living Trust? I often receive calls from clients asking if I could set up a Revocable Living Trust for them. Sure, I can, but the real question is why do you think you need a trust? Who should you listen to? Many people believe they need...
by Amanda Spence | Feb 26, 2023 | Elder Law, Elder Law Resources
What information does your Elder Law Attorney need to know? If you’re meeting with an Elder Law attorney to discuss how you can protect your assets and qualify for Medicaid, VA Benefits, or another program to help pay for the cost of a nursing home, you’ll need to...
